D-9.2, r. 7 - Regulation respecting the issuance and renewal of representatives’ certificates

Schedule Disposition versions

2016-01-01

SCHEDULE I

(s. 14)

(Revoked).

M.O. 2010-04, Sch. I; M.O. 2013-02, s. 41; M.O. 2015-14, s. 29.

2013-04-01

SCHEDULE I

(s. 14)

(1) The competencies evaluated by courses recognized under an agreement referred to in the second paragraph of section 14 are as follows for the sector or sector class concerned:

(1) for the group insurance of persons sector:

(a) prepare a group insurance recommendation taking the client’s needs into account and based, in particular, on an analysis of the client’s financial situation and ability to pay the premium;

(b) prepare a group annuity recommendation taking the client’s needs into account and based, in particular, on an analysis of the client’s financial situation and ability to pay the premium;

(c) comply with the legislation applicable to the activity of a representative in the group insurance of persons sector;

(d) evaluate the tax impacts of a group insurance contract and a group annuity contract;

(2) for the group insurance plans sector class:

(a) prepare a group insurance recommendation taking the client’s needs into account and based, in particular, on an analysis of the client’s financial situation and ability to pay the premium; and

(b) comply with the legislation applicable to the activity of a representative in the group insurance of persons sector;

(c) evaluate the tax impacts of a group insurance contract;

(3) for the group annuity plans sector class:

(a) prepare a group annuity recommendation taking the client’s needs into account and based, in particular, on the client’s financial situation and his ability to pay the premium; and

(b) comply with the legislation applicable to the activity of a representative in the group insurance of persons sector;

(c) evaluate the tax impacts of a group annuity contract.

M.O. 2010-04, Sch. I; M.O. 2013-02, s. 41.

2012-09-01

SCHEDULE I

(s. 14)

(1) The skills evaluated by courses recognized under an agreement referred to in the second paragraph of section 14 are as follows for the sector or sector class concerned:

(1) for the group insurance of persons sector:

(a) prepare a group insurance recommendation taking the client’s needs into account and based, in particular, on an analysis of the client’s financial situation and ability to pay the premium;

(b) prepare a group annuity recommendation taking the client’s needs into account and based, in particular, on an analysis of the client’s financial situation and ability to pay the premium;

(c) comply with the legislation applicable to the activity of a representative in the group insurance of persons sector;

(d) evaluate the tax impacts of a group insurance contract and a group annuity contract;

(2) for the group insurance plans sector class:

(a) prepare a group insurance recommendation taking the client’s needs into account and based, in particular, on an analysis of the client’s financial situation and ability to pay the premium; and

(b) comply with the legislation applicable to the activity of a representative in the group insurance of persons sector;

(c) evaluate the tax impacts of a group insurance contract;

(3) for the group annuity plans sector class:

(a) prepare a group annuity recommendation taking the client’s needs into account and based, in particular, on the client’s financial situation and his ability to pay the premium; and

(b) comply with the legislation applicable to the activity of a representative in the group insurance of persons sector;

(c) evaluate the tax impacts of a group annuity contract.

M.O. 2010-04, Sch. I.